Nvidia Quadruples Down On Circular Financing
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In this video we analyse Nvidia’s recently announced $500 billion circular-financing fund.
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#wallstreetmillennial
0:00 – 4:01 Intro
4:02 – 9:42 Neocloud Revenue Share
9:43 – 11:27 OpenAI Financing Backstop
11:28 The Lady Doth Protest Too Much
@wallstreetmillennial
August 25, 2026 at 6:22 pm
Taking care of your health just got easier – start here with Zocdoc: https://zocdoc.com/wallstreet #sponsored
@MBarberfan4life
August 25, 2026 at 6:22 pm
Meet the new circular financing, same as the old.
@FullTiltFutures
August 25, 2026 at 6:22 pm
Wouldn't you have to replace all the GPUs after 5-6 years? Things don't add up.
@shawnstangeland3011
August 25, 2026 at 6:22 pm
Just bought 350 shares of nvidia. Expect it to go to 240 after earnings
@ceesklumper
August 25, 2026 at 6:22 pm
Great video, well done!
@ceesklumper
August 25, 2026 at 6:22 pm
Apparently mr Huang does not ride motorcycles and his wife and/or daughter (he's not sure now 13 years later) talked him into adopting it as a signature style. I find that so fake.
@zvexevz
August 25, 2026 at 6:22 pm
If you think about it the investment banks would be crazy not to get involved in this scheme, since Nvidia is promising to make them whole if the neoclouds turn out to be unprofitable. And they're doing all the PR work with new meaningless corporate jargon to assure everyone that those promises are actually not a credit risk and are no big deal nothing to worry about.
@Guniol3945
August 25, 2026 at 6:22 pm
Pump! Pump! Pump!
@RogerKeulen
August 25, 2026 at 6:22 pm
Who cares about how mutch a highway cost to build ? Maintenance cost is mutch more important. Like how often can this transisitor switch before it burns through and needs replacement. Same goes with roads and bridges. Atleast in my country we pay more maintenance cost then actually build cost. But we are also mutch more advanced then USA.
@bobbysuazjFhvcfgh
August 25, 2026 at 6:22 pm
Circlejerk is a better word 😂😂😂
@dre32pitt
August 25, 2026 at 6:22 pm
The music wont stop until they've all secured a chair
@fluxus.virtutis
August 25, 2026 at 6:22 pm
I believe Bloomberg shared the circular finance graphic after Michael burry came out with his research. I could be wrong.
@Peter-ns6jg
August 25, 2026 at 6:22 pm
Everyone is zitroning now
@TOURS732
August 25, 2026 at 6:22 pm
Jansen's jacket is shinier every time the circular getting bigger
@morkovija
August 25, 2026 at 6:22 pm
Damn if it bursts its going to be of epic magnitude
@kant12
August 25, 2026 at 6:22 pm
if it were anyone but nvidia I'd be worried.
@Nohandleentered
August 25, 2026 at 6:22 pm
2:12 it’s Macbeth lol. William Shakespeare’s “story” 😂
@Scott-j9u
August 25, 2026 at 6:22 pm
I'm honestly tired at this point. I've changed strategies, stayed patient, studied for hours and still my account keeps bleeding. Watching everyone else post profits while I struggle to stay consistent is mentally draining. Starting to wonder if trading is actually real, or if most of us are just being set up to lose😢😢
@Col_Panic
August 25, 2026 at 6:22 pm
Dude could have made a ton of money just "selling shovels durring a gold rush" instead he decided to invest in nearly every "prospector's stake" by giving them the "shovels" in exchange. Now he needs them all to strike it rich even when its known that only a VERY SMALL fraction ever could.
@benw2596
August 25, 2026 at 6:22 pm
6:40 that might be the least serious name change I’ve seen in a long time, holy moly
@didur62
August 25, 2026 at 6:22 pm
This should be illegal along with stock buy backs.
@ReelingYouInn
August 25, 2026 at 6:22 pm
Playing the game banks play. Nothing to be worried about
Also, SharonAI? Sharon? Out of all the names out there, Sharon is the one that stuck? Okay.
@user-ry2kb6ol8x
August 25, 2026 at 6:22 pm
The longer it goes on the better chance of a govt bailout
@mrluke21
August 25, 2026 at 6:22 pm
What do you think "AI" gonna try hype next to stay relevant?
@ifyoureanythinglikeme9595
August 25, 2026 at 6:22 pm
What do you guys think about the share based compensation and share buybacks not being treated as a cash expense or being included on the income statement at all, despite being a huge portion of cash expenses for these tech companies?
@iotaresearch
August 25, 2026 at 6:22 pm
Love the videos. You guys are the best.
@VinegarMoneyGrows
August 25, 2026 at 6:22 pm
thanks for Zogdoc i'll check it out
@locus5383
August 25, 2026 at 6:22 pm
Right before earnings I respect that 😅
@greysessentials8937
August 25, 2026 at 6:22 pm
With so much circular financing it makes you wonder when people will get too dizzy and ask to stop the room please they’d like to get off!😂
@haihod6356
August 25, 2026 at 6:22 pm
7 views – 7 likes